Fidelity Advisor Value Strategies Fund ClassTicker Institutional Form
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People also ask
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Are advisors at Fidelity fiduciaries?
When we act as an investment adviser, we are considered to have a fiduciary relationship with you and are held to legal standards under applicable federal and state securities laws. -
Does Fidelity have fiduciary advisors?
When we act as an investment adviser, we are considered to have a fiduciary relationship with you and are held to legal standards under applicable federal and state securities laws. -
Why is Fidelity not a fiduciary?
Fidelity helped plan sponsors as a fiduciary at a particular moment in time through a one-time investment recommendation; it didn't provide ongoing fiduciary advice. However, the U.S. 5th Circuit Court of Appeals struck down the DOL fiduciary rule in March. -
Does Fidelity have institutional funds?
Fidelity FundsNetwork An open-architecture platform offering investment products from leading asset managers to our individual and institutional retirement and brokerage clients. -
Which is better a fiduciary or financial advisor?
It's recommended that you use a fiduciary financial advisor in most scenarios. Not only are they usually more affordable, they are legally and federally held to high ethical standards. Their role, by nature, is designed to serve your best interest and maximize your financial benefit and not their own. -
Does Fidelity have financial advisers?
Fidelity Advisory Services Team is available through Fidelity® Wealth Services, which is an investment advisory service that provides nondiscretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. -
How much do Fidelity advisors charge?
Investments of more than $250,000 range from advisory fees of 0.5% to 1.5% per year. All accounts include access to a dedicated financial advisor. Separately Managed Accounts – The minimum investment amount is $100,000. Advisory fees range from 0.2% to 1.5%. -
Can I talk to a financial advisor at Fidelity?
As a Fidelity® Wealth Management client, you'll have access to an advisor who can help you plan, invest, and tackle important financial decisions as your life evolves. It all starts with a conversation. Already working 1–on–1 with us?
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